RE:RE:RE:50Mtpy Scenario ... NPV after-tax US$ billion 13.54
MuttleyKnows wrote: Yes let's get the 3 million tonnes sold from plants 1 and 2 and then dream about the 10 million tonnes from plant 3 which won't be coming online for a couple years yet.
The key for me is sufficient scale that will bring the average cost per tonne produced down to a sustainable level even if the prices crash. 2 million tonnes forecast for 2023 is good start but lets hope they can max out production from the two existing plants to 3 tonnes million.
agreed, costs got out of hand at plant 1 these last few quarters and so we must hope for far better efficiency with plant 2. I'm also hoping that future presentations break down the per ton economics of each plant instead of mixing them together. Plant 1 recent per ton costs paired with KCl prices from Q2. 21 would be a vastly different outcome.